Aerospace and Defense
The SpaceX IPO Is Coming. Cathie Wood’s Ark Venture and More Funds to Get in on the Action.
SpaceX is reportedly looking to file for an initial public offering. Funds that own private stakes are soaring. But buyer beware.
3 minute read
Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.
Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.
Long Read
NASA $20 Billion Moon Base and Artemis Launch Is Big Business for These Stocks
NASA’s Artemis II mission is nearing launch as the agency pauses its Gateway project, sending shares of Intuitive Machines, Rocket Lab, and other space stocks moving.
2 minute read
This Depressed Blue Owl Private-Credit Fund Owns a Stake in SpaceX
The Blue Owl fund could get an even bigger lift if SpaceX proceeds with an IPO.
2 minute read
Trump’s Golden Dome ‘Could Be Worth Billions’ To Palantir—The Stock Still Hasn’t Cleared Resistance
Palantir stock remains below a key level of resistance even as analysts estimate President Donald Trump’s Golden Dome project could be worth billions in revenue for the company.
2 minute read
What Trump’s 15-Point Iran Plan Means For Defense Stocks
Defense stocks are mostly lower since the conflict began.
3 minute read
SpaceX Could File IPO Prospectus This Week. Why Tesla Stock Is Popping.
A successful SpaceX IPO can help Tesla stock. Here’s how.
2 minute read
This eVTOL Maker Lost Less Money Than Expected. What It Means for the Stock.
On Tuesday, Vertical Aerospace reported a 2025 operating loss of $127 million. Wall Street was looking for a $147 million loss.
2 minute read
Intuitive Machines Stock Rises on New NASA Contract. Here’s Why It Can Rally 40%.
The space company will be carrying more cargo to the moon for the U.S. government.
2 minute read
This Palantir-Linked Drone Stock Was Flying Under the Radar—Until Now
Ondas Holdings expects significant 2026 growth with its autonomous systems business leading the way.
3 minute read
Palantir Stock Almost Broke Out. Now It’s Getting Whacked.
Palantir shares are below a key level of resistance as investors weigh the company’s momentum as a defense technologies provider.
2 minute read
He Founded Blackwater. Now He Is Backing the Newest Hot Drone Stock.
Shares of the drone technology start-up Swarmer rose on Tuesday.
3 minute read
The FAA Is Upgrading Air Traffic Control. RTX, Leidos and Other Companies Are Doing the Work.
Parson’s stock jumped on Monday after a tragic accident at LaGuardia Airport on Sunday.
2 minute read
Northrop Stock Drops After President Trump Post. Why Defense Still Can’t Catch a Break.
The U.S. and Iran have held talks. That revelation sent oil lower on Monday.
2 minute read
EchoStar Stock Is Now in the S&P 500. Elon Musk’s SpaceX Gave it a Boost.
Telecom EchoStar holds about $11 billion worth of stock in Musk’s SpaceX, acquired when it sold wireless spectrum to the rocket company.
3 minute read
This Drone Stock Is Rising. Here’s Why.
New contracts and a Wall Street upgrade had shares of drone maker AeroVironment moving early on Monday.
2 minute read
Super Micro, Dell, Planet Labs, SolarEdge, XPeng, York Space Systems, and More Stock Market Movers
Super Micro stock plunges after the U.S. government charges employees with involvement in a plan to divert servers to China.
2 minute read
Planet Labs’ Revenue Is Growing 41%. Why the Momentum Could Continue.
Planet Labs reported fourth-quarter fiscal 2026 adjusted Ebitda of $2.3 million from sales of $86.8 million, beating expectations.
2 minute read
Palantir Stock Is in the Red This Year. Why Analysts Say It’s Still an AI Winner.
The artificial-intelligence heavyweight has developed a competitive moat, say analysts.
3 minute read
Firefly Aerospace Beats Wall Street’s Sales Estimates. The Stock Is Up.
Thursday afternoon, Firefly reported an operating loss of about $86 million from sales of $58 million.
2 minute read
This Satellite Stock Is Finally Moving. Earnings Show the Space Business Is Heating Up.
Thursday, York reported an adjusted Ebitda loss of $1.4 million from sales of $105 million. Wall Street was looking for a loss of about $3.5 million from sales of $103 million, according to FactSet.
1 minute read
Micron, Accenture, Seagate, APA, Newmont, Alibaba, Swarmer, and More Stock Market Movers
Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.
2 minute read
Pentagon Seeks $200 Billion for Iran War. Here’s What It Means for Defense Stocks.
A proposed $200 billion Pentagon request tied to the Iran conflict could reshape defense spending in 2026 and 2027—and influence stocks like Lockheed Martin.
3 minute read
This Drone Stock Is Falling After an Eye-Popping IPO. What It’s Worth Is Hard to Say.
The drone software technology provider sold shares in an initial public offering at $5 on Monday.
2 minute read
Micron, Swarmer, Lumentum, Trade Desk, Macy’s, Williams-Sonoma, and More Stock Market Movers
Micron shares rise after the memory-chip maker tops a $500 billion market cap for the first time ahead of the release of its quarterly earnings.
3 minute read
